# AI infrastructure stocks — X 热门讨论 (2026-10-02 07:09 UTC)
## @EZ4U2NVCrypto (EZ4U2NV) · 10-02 01:34 · ♥44 ↻10 💬1 Two days ago I was talking about compute becoming a form of currency.
Today I open my wallet and see this:
Stocks. Commodities. Compute.
And now I can actually hold TCYCLES — a unit representing compute on ICP — directly in the wallet.
That’s the part that caught me.
I wasn’t talking about a new meme coin or another speculative asset.
I was talking about a world where AI, autonomous agents, applications, and digital infrastructure all need one thing:
Compute.
And now it’s starting to look less like an abstract idea and more like something you can actually measure, hold, and use.
The world is becoming computational.
Maybe one day the question won’t only be:
“How much money do you have?”
It might also be:
“How much compute do you control?” ♾️ https://x.com/EZ4U2NVCrypto/status/2105833831727014390
## @Zephyro_STARK (Zephyro STARK ▚▘) · 10-01 20:50 · ♥31 ↻3 💬12 Ninjas, before we get too deep into October, I wanted to look back at what actually happened across @injective in September.
It was not just one big update. Several important things were moving at the same time
Meridian, RWA milestones, multichain $INJ access, native USDC, institutional ETF filings, the community buyback with the first stockdrop, and some strong onchain numbers.
and when i started looking through the stats, the whole picture got even more interesting.
➱ Meridian Mainnet Launch
IIP-701 got around 99% community support and went live on september 24 at block 184,394,000.
the upgrade brought regulated token standards to injective EVM, enabling compliant tokenized assets and RWAs.
it also introduced unified multiVM markets, private RFQ testing, unified RFQ perps, EVM liquidity connections and atomic onchain purchases.
cypherOS privacy infrastructure also entered early testing.
this builds on recent work like injective mint and injective institutional services becoming an SEC-registered transfer agent.
➱ RWA adoption keeps growing
pineapple financial hit a september milestone with more than $1B of residential mortgage records on injective, 2,079 records worth about $1.1B.
the wider target covers 29,000+ mortgages worth over $10B, and migration started in december 2025.
LG CNS and POSCO international's tokenized trade-receivables pilot also continued, using permissioned assets, AI-assisted document processing and embedded compliance.
for me, this is what makes the RWA side so interesting.
we're starting to see actual assets and financial workflows move onchain, not just ideas or experiments.
➱ More multichain access for $INJ
robinhood US $INJ transfers went live, giving users another way into the injective ecosystem.
native $INJ also went live on @solana through @sunrise, with phantom, backpack, jupiter and more. raydium provides initial liquidity, and $INJ can also be used as a base pair for markets on stonkfun.
native USDC kept expanding too.
dYdX adopted USDC.inj as its sole eligible trading collateral, and injective positioned native USDC as the shared standard across 20+ chains.
kraken also added native injective USDC deposits and withdrawals.
spending access expanded across 8,000+ brands, including amazon and doordash, through https://t.co/0lAMXonElZ and bitrefill.
➱ the institutional side kept moving
@21shares filed an updated S-1 for its proposed injective ETF.
@CanaryFunds also filed amendment no. 3 for its proposed staked INJ ETF.
canary's filing targets staking at least 90% of the fund's $INJ under normal conditions, while the 21shares structure includes staking rewards.
these are filings, not approvals
➱ First stockdrop
cumulative permanent $INJ burns are now above 7.2M, about $55.5M, across the broader burn program.
september also introduced the first-ever injective stockdrop
commit $INJ → earn ecosystem revenue → $INJ is permanently burned → get a chance at a stock token
each address can receive one stock token at most
the stockdrop is an additional reward, not a replacement for the normal buyback reward
the buyback opened september 23, with the burn and reveal on september 30. the first stockdrop took place through robinhood chain, and injective said nearly $300K worth of $INJ would be bought back and burned.
➱ the onchain numbers were moving too
by september 9, total transactions had crossed 3.06B, with 42.8M in the prior 30 days. block time is about 0.65 seconds.
staked $INJ also hit a new high of over 58.8M.
the pineapple milestone alone put about $1.1B of mortgage records onchain.
what i like about this is that @injective is growing in multiple directions.
RWAs, regulated assets, institutions, solana liquidity, stablecoins, payments, privacy, tokenized stocks and onchain trading are all developing alongside each other.
there’s still a lot ahead, but September showed the ecosystem building across multiple areas
Curious to see what October brings 🥂 https://x.com/Zephyro_STARK/status/2105762408564220350